This episode is brought to you by:

Tegus. Tegus has built the most extensive primary information platform available for investors. With Tegus, you can learn everything you’d want to know about a company in an on-demand digital platform. Investors share their expert calls, allowing others to instantly access more than 15,000 calls on Coinbase, Hinge Health, Farfetch, or almost any company of interest. All you have to do is log in. If you're ready to go deeper on any company and you appreciate the value of primary research, head to tegus.co/breakdowns for a free trial.

Show Notes

[00:03:13] - [First question] - What Alibaba is

[00:04:29] - Tmall and Taobao

[00:06:48] - The many faces of Alibaba as a country-scale business

[00:09:58] - What defines a company as being country-scale

[00:11:29] - Adaptive business models for cities of multiple tiers and mimetic behavior of other large-scale companies

[00:18:15] - Alibaba’s ability influence the physical infrastructure of cities and China as a whole

[00:19:01] - Full stack solution company JD Global

[00:21:03] - Tencent

[00:21:47] - Key players in the monetization of commerce in China: JD, Pinduoduo, Meituan

[00:26:35] - Reducing friction may be the number one reason for internet businesses to scale

[00:31:15] - Is it worth it for Alibaba to explore the social media space?

[00:34:05] - Why Chinese companies are naturally more competitive and aggressive than North American ones

[00:38:46] - How China perceives and adopts language such as the Seven Powers framework

[00:40:23] - What the West can learn from China and Alibaba

[00:43:28] - Adopting Chinese practices for Western brick and mortar stores

[00:45:35] - Connectography: Mapping the Future of Global Civilization

[00:45:51] - Learning more about Alibaba; The House That Jack Ma Built